5G phones must clear economic, technical hurdles before breaking into the mass market

8 July 2019 by Steve Blum
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The market for new smartphones is slowing. The global market is approaching saturation, where everyone who might use one has one, and annual sales are dropping. The pace of improvements is slowing, too. The marginal attraction of new apps and more powerful and faster hardware is diminishing.

According to a story in Digital Trends by Andy Boxall, the tide turned last year…

In 2018, smartphone sales numbers stopped growing, according to two data analysis companies, Strategy Analytics and Counterpoint Research.

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Top mobile execs let air out of the 5G balloon, which will “never reach rural America”

19 June 2019 by Steve Blum
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Deflating balloon

It’s one thing to promise the moon to customers and city councils, but quite another to mislead Wall Street. Creating outrageous expectations there can land you in jail. Which, presumably, is why two top executives from Verizon and T-Mobile are walking back expectations of a universal 5G wonderland.

According to a story by Sean Hollister in The Verge, it’s about the new frequency bands that mobile companies plan to use for high speed, low latency 5G service.… More

Wireline broadband service “is essential”, CPUC told. Again

29 May 2019 by Steve Blum
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Cpuc enbanc 20may2019

The question of whether mobile broadband will replace wireline service reared its ignorant head again at a California Public Utilities Commission broadband discussion in Sacramento last week. Citing his wife’s preference for a mobile phone, CPUC president Michael Picker questioned the idea that “broadband to the home” is a good way of getting service to under and unserved communities, via the state’s primary broadband infrastructure subsidy program, the California Advanced Services Fund.

The panel’s best response came from Ana Maria Johnson, a program manager with the CPUC’s public advocates office.… More

Soft promises, hard arguments offered for CPUC approval of T-Mobile Sprint merger

13 May 2019 by Steve Blum
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Kim putin

T-Mobile’s closing case for the California Public Utilities Commission review of its merger with Sprint boils down to trust us, it’ll be glorious. Opponents, led by the CPUC’s Public Advocates Office (PAO), say you gotta be kidding. T-Mobile (and Sprint and the California Emerging Technology Fund, but T-Mobile is the lead dog in that pack) filed final arguments on Friday, saying the CPUC should approve the merger. The PAO, the Communications Workers of America (CWA), TURN and the Greenlining Institute urged commissioners to deny it, because consumer prices will rise and rural communities will be left out, among other ills.… More

T-Mobile’s $35 million payoff to CETF was done properly and “adds weight” to its case, CPUC judge rules

10 May 2019 by Steve Blum
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Beautiful friendship

The $35 million deal to gain the California Emerging Technology Fund’s (CETF) support for T-Mobile’s merger with Sprint was done properly. That’s the ruling from Karl Bemesderfer, the administrative law judge managing the California Public Utilities Commission’s review of the transaction.

The contract, which also contains a long list of vague promises previously floated by T-Mobile, was challenged by the CPUC’s public advocates office (PAO) and two consumer groups, TURN and the Greenlining Institute.… More

T-Mobile’s merger tactics catch more heat in California

6 May 2019 by Steve Blum
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Derby referee 625

The lawyerly squabbling over T-Mobile’s proposed takeover of Sprint continues in California, with new accusations of off the record promises and a defence of a $35 million payoff to a key opponent in return for its enthusiastic and wholehearted support of the merger. Amidst a growing list of disputes in California and increasing doubt over federal approval, T-Mobile and Sprint extended their self imposed deadline for closing the transaction to 29 July 2019.

The California Public Utilities Commission’s review of the deal could run until then.… More

“Revolutionary opportunities” or higher prices, poorer service and less rural coverage from T-Mobile’s takeover of Sprint?

29 April 2019 by Steve Blum
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Maduro inaguration

California is either heading for a proletarian broadband paradise or an economic meltdown of Venezuelan proportions. Following months of testimony, document dumps and stupid lawyer tricks, on Friday the companies and their opponents laid out arguments for why the California Public Utilities Commission should or shouldn’t approve the deal.

In two separate filings, T-Mobile (and technically Sprint, but it’s T-Mobile that’s running the show) mostly reiterated the same points and pleadings they’ve been pushing since the beginning: the CPUC is sticking its nose where it doesn’t belong and the merger will benefit everyone – Californian consumers, rural communities, low income and disadvantaged people, job seekers, employees hoping to keep their jobs, and the list goes on.… More

T-Mobile, CETF slammed for $35 million deal to win approval of Sprint merger

24 April 2019 by Steve Blum
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Your winnings sir

A $35 million payoff that, um, inspired the California Emerging Technology Fund (CETF) to “enthusiastically and wholeheartedly support” T-Mobile’s acquisition of Sprint was lambasted yesterday by organisations that still oppose it. The California Public Utilities Commission’s Public Advocates Office (PAO) and two advocacy organisations, TURN and the Greenlining Institute, filed objections to the agreement.

One issue in dispute is whether it is a formal settlement, which has to be negotiated and reviewed under CPUC rules, or something else.… More

5G hype gets a reality check in 2020

19 April 2019 by Steve Blum
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It looks like 2020 will be the year that genuine 5G smartphones will finally be in the hands of consumers. Two developments this week cleared away significant uncertainty about who will be offering 5G phones, when it will happen and whose technology they’ll use.

The two companies settled a long running legal dispute over intellectual property rights to core 5G technology, including a deal for Apple to buy modem chips, which do the heavy processing work of wrangling radio waves into data streams at one end and reading them at the other.… More

T-Mobile, Sprint scramble to keep merger deal alive in California

18 April 2019 by Steve Blum
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The odds of T-Mobile getting permission from federal and California regulators to buy Sprint are getting longer. The Wall Street Journal is reporting that the federal justice department is reluctant to approve the deal in its current form. That has a familiar ring to it – it was the same kind of antitrust concerns that led to the justice department and Federal Communications Commission killing Comcast’s bid to take over Time Warner’s cable systems and do market consolidating swaps with Charter in 2015.… More